CSULB Foundation Annual Report

Investing in the Future

Earl Burns Miller Japanese Garden

Earl Burns Miller Japanese Garden

The CSULB Endowment is managed by the CSULB 49er Foundation board of directors. It is comprised of hundreds of individual funds established by donors for a particular purpose. Some of these funds support scholarships, while others support annual lectures, departments and programs.

The endowment is invested in a combination of equities, fixed-income instruments, real estate and cash equivalents, with the goal of achieving the maximum rate of return with an acceptable, prudent level of risk. As of June 20, 2013, the endowment was valued at $50,528,887.

Annualized Returns as of June 30, 2013

Fiscal YTD
July 1, 2012 – June 30, 2013

11.5%

3 Year

10.1%

5 Year

4.2%

By the Numbers

2005 - $ 24,994,895 2006 - $ 30,340,575 2007 - $ 36,072,454 2008 - $ 36,616,440 2009 - $ 31,070,238 2010 - $ 36,563,865 2011 - $ 46,269,016 2012 - $ 44,084,299 2013 - $ 50,528,887
By the numbers     U.S. Core Equity 17.78% U.S. Defensive Equity 17.78% Small/Mid Cap Equity 4.44% Commodities 5% International Funds 16.84% Emerging Markets  3.16% Real Estate 5% Short Duration Bonds 30%